The Merged Branch Financial Analysis program is designed for agencies that have remote offices that operate as independent agencies. The program allows the remote office to function independently yet enables the main office to consolidate financial data originating from the remote location with data stored in TAM at the main office.
The program creates a separate set of data files on the system (in the subdirectory \TAM\GLTEMP) that contains the merged financial data. You can then run an Income Statement and Balance Sheet using the merged data. This program enables you to get a complete picture of the agencys overall financial status without affecting TAMs regular database files.
- Click Start, Run.
- Type X:\SETUP.EXE, where X: is the CD-ROM drive.
Warning: If the settings are not correct, click Cancel to abort the installation. Contact Support for assistance correcting the settings.
Note: The installation must be run at all locations using this program.
- On the desktop, right click and select New.
- Select Shortcut and enter the file information X:\WINTAM\MBDATA32.EXE, where X is the drive on which TAM is loaded.
- Enter a shortcut name for the program.
Use this option at remote office(s) to copy financial data to a zip file. The information copied contains financial data necessary to create merged financial reports.
Caution: Any files on the \TAM\GLTEMP directory are deleted before the current financial data is copied.
Use this option to merge the data from the remote office(s) with the main offices data to create the merged financial reports.
To run this program correctly, main and remote office(s) must have the same last month posted and to successfully run a combined financial for all agencies, all agencies must have the same fiscal year.
After the data is merged, financial statements using this data can be run. A reports menu containing the Balance Sheet and Income Statement allows these reports to be run for any posted month. The report options are identical to those options available from the Reports Module in TAM.
This option allows the codes and names of the merged main and remote office(s) data to be viewed .
Once the merged financial reports have been run and the figures verified, delete the merged data from the system. This option removes all the data from the TAM\GLTEMP and TAM\GLTEMP\REMOTE subdirectories.
Last Revised: February 19, 2008 02:09 PMTDE22688